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Education: Course Detail

A CCIM Is...

  • Knowledgeable in theory and application.
  • Equipped with industry-leading technology.
  • Connected to a global membership network.
  • Ethical and committed to upholding the prestige of the CCIM designation.
  • Equipped with the latest news and information.
  • Dedicated to serving clients.
Pursue your CCIM Designation Now!

UGS

The Ultimate Group Sponsor Workshop

The advanced real estate syndication techniques taught in this workshop will allow you to pool investor money to finance your commercial real estate deals. Gene Trowbridge, CCIM, senior partner at Trowbridge & Taylor LLP, will discuss how to attract private money while complying with securities laws. You'll discover how to structure your deals, what legal entities to use, and more.

The three-day workshop covers:
  • Ownership structures, including: Tenant in Common, Limited Liability Company, and Limited Partnership.
  • Raising money while following applicable securities laws.
  • Financing and structuring deals to meeting investors' expectations.
The workshop includes luncheon forums, featuring:
  • A panel of lenders with experience in funding loans for group investments, discussing the current lending environment.
  • An expert detailing how investors can use their self-directed IRA and 401(k) plans to invest in syndications.
  • Active syndication clients sharing their experiences with other participants.

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